据伊朗学生通讯社：伊朗内政部长在伊斯兰堡的第二次工作会谈中，会见了巴基斯坦总理夏巴兹·谢里夫。在首轮工作会谈中，伊朗内政部长会见了巴基斯坦陆军参谋长兼国防部队司令阿西姆·穆尼尔元帅。

HSBC chief multi-asset strategist Max Kettner warns equities could pull back as market sentiment overheats, fiscal stimulus wanes and uncertainty ahead of the US midterms rises. He recommends modestly trimming equity exposure after the current earnings season. Kettner, who has maintained his top Overweight since mid-March, says positioning and sentiment are near 2021 reopening levels and some US credit-card data show consumer spending is slowing. He adds a recent major fiscal package provides stimulus comparable to 2009 but is concentrated in 1H 2026, leaving limited near-term incremental support. Polling shows the Senate race is a toss-up, raising regulatory uncertainty around AI and data-center policy; that risk could weigh on the entire tech sector, not just semiconductors and hyperscalers. He views any pullback as a buying opportunity.

China A-share lab-grown diamond sector rallied. Huifeng Diamond rose more than 11% and Inno Laser gained over 10%. Guoli Electronics, Sifangda, Wolder, Liliang Diamond and Huanghe Xuanfeng also advanced.